Name: FunnelBeam
Author: FunnelBeam

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Development

Business Intelligence (BI)

Collaboration

Interactive Voice Response (IVR)

VoIP

Enterprise

Accounting

Cryptocurrency Mining

Financial Close

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Professional Employer Organizations (PEO)

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

App Development

Change and Configuration Management

Cloud Storage

Dynamic Application Security Testing (DAST)

Enterprise Backup

Fraud Detection

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Remote Support

Security Validation

Software Defined Storage (SDS)

Solid State Drives

Storage Area Network

Virtual Desktop Infrastructure (VDI)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Consumer Ratings & Reviews

Content Management

Data Management

Digital Signage

Email Management

Email Marketing

Marketing Automation

Marketing OS

Online Reputation Management

Real-Time Interaction Management

Retail Media Advertising

SMS Marketing

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Security Information and Event Management (SIEM)

Security

Equation Editors

Forestry

Insurance Agency Management

Intelligent Document Processing

Law Practice Management

Online Voting

Real Estate Property Management

Vertical-Specific

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Seamless

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All Plans

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Professional

Team

FunnelBeam

Sales intelligence (SI) refers to technologies, applications and practices for the collection, integration, analysis, and presentation of information to help salespeople keep up to date with clients, prospect data and drive business.

Sales Intelligence

Prospecting

Features related to generating leads and finding new contacts.

Advanced search

Users can search for prospects using advanced search logic and multiple criteria, across multiple platforms/databases.

Web browser extension

Allows users to search across the internet to find and capture new leads using a web browser extension.

Identification of new leads

Helps source leads at an acceptable rate, volume, and quality.

List quality

Lists generated by the tool are typically high quality.

Email contacts

Generates email contact information for leads.

Direct dial contacts

Generates direct dial contact information for leads.

List upload/download

Lists can be easily and quickly uploaded or downloaded from the platform.

Ideal customer targeting

Includes capabilities for determining ideal customer characteristics and targeting new prospects that match the ideal customer profile; this capability is automatic or semi-automatic.

LinkedIn integration

Data.com integration

Load time/data access

Provides fast and consistent access to lists and leads.

Reverse IP lookup

Allows users to identify unknown web visitors using reverse IP lookup; because they have expressed interest, newly identified visitors are considered prospects.

Sales Intelligence Data Standards

How well does the contact, company, and industry information provided by the SI tool meet the user’s needs? Is the availability and quality of data satisfactory?

Contact information

Information about individual contacts is available and high quality.

Industry information

Information about industries and markets is available and high quality.

Data Augmentation & Lead Qualification

Features around contact data management and lead intelligence.

Lead qualification process

Helps sales reps focus on the most promising leads (likely to convert) by ranking leads according to various rules and criteria. SI tools may take a semi-automatic, automatic, or self-scoring approach.

Smart lists and recommendations

Automatically segments and qualifies leads into dynamic smart lists; more advanced tools can make recommendations not only about which leads to follow up on, but when to follow up or with what material. Actionable intelligence.

Salesforce integration

Integrates with the Salesforce.com CRM platform.

Company/business profiles

Provides account-level information, including firmographics, business objectives, industry information, similar companies, and contact information for key decision-makers and influencers at a company. Gives sales reps context so they can deliver tailored sales pitches.

News updates

Tracks news related to accounts and contacts, such as acquisitions, market expansions, changes to leadership, etc.; adds relevant news updates to contact and/or company profiles.

Web traffic insights

Provides analytic insight around website interaction (aka behavioral or intent data). This may affect lead scoring and prioritization.

Prospect tracking/following

Allows users to “follow” particular leads or accounts, subscribing to receive updates on external events and changes to their position within the pipeline.

Alerts and reminders

Sends sales teams alerts/reminders about key happenings, opportunities, and recommended actions to take with leads.

Data hygiene

Helps users maintain clean lists and records, including duplicate management.

Automatic data refresh

Contact and company data are automatically kept up to date.

Filters and segmentation

Allows users to filter contacts and segment leads to explore data and create lists.

Notes

Allows users to attach notes to contact and company records.

Salesforce opportunity creation

Allows users to easily create an opportunity in Salesforce from within the SI tool.

Ability to append contact, lead, and account level data

Users can append records at the contact, lead, and/or account level.

Sales Intelligence Email Features

Features that support sending emails to leads, especially initial emails to a list of prospects. May gather additional sales intelligence based on email engagement, adding additional info to the contact record and/or contributing to lead prioritization.

Automated initial emails

Initial emails can be triggered to send to leads automatically.

Sales email templates

Users can create and share templates for emailing leads. May also include template testing capabilities, or other analytics that will recommend a template for a particular lead.

Sales landing pages

Users can create landing pages and link to landing pages in sales emails.

Engagement tracking

Allows users to track audience engagement with emails.

Append emails to records

Allows users to selectively or automatically append email threads and attachments to leads/contact records.

Gmail integration

Exchange integration

Integrates with Microsoft Exchange (Outlook).

Marketing automation integration

Integrates with a marketing automation system.

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FunnelBeam

Overview

What is FunnelBeam?